ShareCounting

Stocks and other things. Not investment advice.

[Tim Kempster @timkempster]

#CTA up 32% today on good results but much more importantly this company is really an AI software company providing services to the automotive company. Rivian $RIVN is a big customer. At £17m market cap this has huge potential.

[ShareCounting @ShareCounting83]

Petra Diamond have new liquidty issues only 9 months following last year refinancing. Very likely that the Finsch mine has to be closed down and complete change of strategy in the Cullinan mine. #PDL #DIAMONDS

https://t.co/7iWfUP7Exf

[ShareCounting @ShareCounting83]

@Towlie1981 £10m ATM facility, which means £10m worth of shares to be sold into the market #EPP

[ShareCounting @ShareCounting83]

@robjohnsonrj1 @Belcourtoi Worth funding package seen in a long time. #EPP

[ShareCounting @ShareCounting83]

@Jam4u_75 Its a terrible funding package, £10m worth of shares to be sold in the market. #EPP

[ShareCounting @ShareCounting83]

@MrR1chmond Its a terrible funding package, £10m worth of shares to be sold in the market. #EPP

[ShareCounting @ShareCounting83]

@Ronmarkets2 @GrosvenorCasino Just imagine how much money you have saved from being banned.

[ShareCounting @ShareCounting83]

@SvenNordenstam Du borde skriva om Nordea dåliga beteend kring Cinis där Nordea hade ett lån till Cinis på över 300 msek som de ersattes i slutet av 2024 genom att Nordea hjälpt Cinis att ta in en obligation. Nordea kunde ju helt klart se vart det barkade.

[ShareCounting @ShareCounting83]

Predator Oil & Gas #PRD out claiming today that T&T production is ahead of guidance, but when you read their own investor presentation is hard to understand that statement. "Daily oil production up at 367 bopd at 04/01/26" CEO state "We are already ahead of our production target for February 2026." In their own presentation they are supposed to be at 398 bopd by end of 2025.

[ShareCounting @ShareCounting83]

@Adz_UK22 @KennardKrazies Was only 1.5 barrels per day, ooops #PANR

[ShareCounting @ShareCounting83]

@Adz_UK22 @KennardKrazies 1500 barrels of oil per day? #PANR

[ShareCounting @ShareCounting83]

Helix Exploration update this morning, not a good one.

1. Inez well delayed due to weather issues, will result in a lot of additional cost.
2. Offtake agreement first after first gas, proves that buyer don't have enough faith in that #HEX can deliver consistent supply.
3. Production start-up delayed

Big questions is if the company have enough funding for these additional costs and delays?

[ShareCounting @ShareCounting83]

@Manners15 Great Christmas spirit, putting some bugger on a cross!

[ShareCounting @ShareCounting83]

@tottaway22 What are you smoking?

[ShareCounting @ShareCounting83]

@AlmostMongolian Galp also needs to repay the carry with future oil production. If your harsh you could say its a interest free loan at best.

[ShareCounting @ShareCounting83]

@RAIDERTRADERS @sintanaenergy Where is the $8bn valuation? This is not a good deal. I can now see why Sintana acquired Challenger Energy $SEI.V $SEUSF

[ShareCounting @ShareCounting83]

@JavierBlas Very poor outcome on this farm-out.

[ShareCounting @ShareCounting83]

@Robin25461631 @sintanaenergy Galp has claimed that Mopane is much bigger than Venus and here they are swapping 40% share in Mopane for 10% in Venus + 50% carry in Mopane. This is not a good deal. Galp stock down 12%.

[ShareCounting @ShareCounting83]

Iofina #IOF update is a big change in the growth trajectory. The new plant will add 170-220 mt of crystalline iodine. Which at the mid-point is increasing group production with 28% vs expected 2025 production volumes. The new plant is also more capital efficient, cost much less per mt of capacity versus the two previous plants. The new plant is funding through operating cash.